Senior Bancassurance Advisor

Sales Management

• To achieve the target percentage of successful closure as stated by the Business
• To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients
• To work as a team in generating ideas and action plans on how to increase the activity and sale of insurance products
• Knowledgeable in the Bank’s products including features, benefits, promotional campaigns, and procedures.
• To provides personal financial advisory services to prospective customers.
• To maintain given persistency and cooling off ratios

Customer Management

• To ensure that customer enquiries are promptly attended to
• To ensure a systematic review process for existing policyholders
• To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements.

Compliance

• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.

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